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Alicia Small

Associate Advisor, Retirement Plans

Client Service Team

Alicia Small

Alicia joined Strategic in 2018 as a Retirement Plan Specialist. She is responsible for providing plan administration support and client service. Alicia also serves as the main point of contact for our plans' participants.


Before coming to Strategic Financial Services, Alicia worked at Community Bank in Syracuse as a Commercial Loan Document Specialist and Adirondack Bank in Utica as a Loan Ops Team Lead.

Areas of Specialty

  • Client Service & Advisor Support

    Client Service & Advisor Support

  • Retirement Planning & Education

    Retirement Planning & Education

Beneath the Surface

  • Claim to Fame

    Single parenting skills

  • Enjoys

    Spending time hiking famous peaks of the Adirondack Mountains.

  • Family

    Mother of one daughter